PACE Mortgage-Backed Securities Fixed Income Investments (PCGTX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PCGTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCGTX
PCGTX charges 0.73% annually. There are 92 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | PCGTX vs VBMPX | |
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | PCGTX vs FMBPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | PCGTX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | PCGTX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | PCGTX vs QDVBX |
Best Risk-Adjusted Alternatives to PCGTX
PCGTX has a PortfoliosLab risk / return rank of 42. There are 3 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 58.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 58 | 19.40B | Mar 1994 | PCGTX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 56 | — | Oct 2011 | PCGTX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 48 | — | Mar 2006 | PCGTX vs LSSAX | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | PCGTX vs MCDWX | |
| Fidelity Education Income Fund | 32 | — | Mar 2021 | PCGTX vs FEDUX |
Top Performing PCGTX Alternatives (YTD)
PCGTX is at 1.44% YTD. No mutual funds in the Intermediate Core Bond category have higher YTD returns; the top-performing alternatives shown here go as high as 0.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | 0.44% | — | Aug 2016 | PCGTX vs DFXIX | |
| Loomis Sayles Securitized Asset Fund | 0.42% | — | Mar 2006 | PCGTX vs LSSAX | |
| Manning & Napier Credit Series | 0.35% | — | Apr 2020 | PCGTX vs MCDWX | |
| Fidelity Education Income Fund | 0.04% | — | Mar 2021 | PCGTX vs FEDUX | |
| Baird Intermediate Bond Fund | -0.12% | — | Sep 2000 | PCGTX vs BIMSX |
Lowest Volatility Alternatives to PCGTX
PCGTX has 5.66% 1-year volatility. There are 109 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | PCGTX vs VCAIX | |
| Fidelity Education Income Fund | 2.44% | — | Mar 2021 | PCGTX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.48% | — | Sep 2000 | PCGTX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | PCGTX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | PCGTX vs DFXIX |
Lowest Drawdown Alternatives to PCGTX
PCGTX has a 1-year max drawdown of -3.09%. There are 76 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | PCGTX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | PCGTX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | PCGTX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | PCGTX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | PCGTX vs FTHRX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, DVRUX and span 11 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Equities | 81 | 21.29% | — | May 2018 | PCGTX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Quality Factor, Large Cap Growth Equities | 8 | 1.28% | — | Jul 2020 | PCGTX vs QGRPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 56 | 11.36% | — | Jul 2020 | PCGTX vs DVRUX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 25 | -0.18% | — | Dec 1972 | PCGTX vs UTBPX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 76 | 19.23% | — | Aug 1995 | PCGTX vs PCSVX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 61 | -0.28% | — | Aug 1995 | PCGTX vs PCMNX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 53 | 6.73% | — | May 1993 | PCGTX vs PWTYX | |
| UBS Global Allocation Fund | Global Allocation | 68 | 7.33% | — | Aug 1992 | PCGTX vs BPGLX | |
| PACE Alternative Strategies Investments | Multistrategy | 36 | 2.36% | — | Apr 2006 | PCGTX vs PASIX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | PCGTX vs USIAX |
Often Compared With PCGTX
Investors most often compare PCGTX with TRLVX, SBI, DHRAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PCGTX with Any Fund or Stock
Compare PCGTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCGTX with funds that move differently
PACE Mortgage-Backed Securities Fixed Income Investments alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCGTX.
Explore PCGTX Diversifiers